Kelly Perkins

Kelly has 28 years of experience advising clients:

  • Perkins Wealth Management – Managing Director (2012-Current)

  • RBC – SVP, Board Member Women’s Association of Financial Consultants (2009-2012)

  • Citi/Morgan Stanley Smith Barney – SVP, Regional 401(k) and Annuity Specialist (1999-2009)

  • Morgan Stanley – AVP, managing Training Partner (1995-1999)

  • Bear Stearns – Vice President (1993 – 1995)

Kelly holds Series 7, 31, 63, 66 and insurance licenses through LPL Financial

University of Alabama and The University of Texas at Austin

As a sought-after speaker in the industry, Kelly has been quoted in dozens of print and online publications and has been a regular panelist for Women Advisor’s Forum events, Real Talk Radio KLIF speaker as well as speaking to non-profit and corporate audiences. She has been lecturing at the SMU Cox School of Business’ Business Leadership Center to MBA students since 2008 and has received the Teaching Excellence Award more than a dozen times (2008-2020).

TEXAS MONTHLY: Five Star Best in Client Satisfaction Wealth Managers for 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020*
D MAGAZINE: Best Wealth Managers and Financial Planners in Dallas 2010, 2012, 2014, 2016**

Kelly lives in University Park with her three school-aged children and is active in the community. She is a former board member, advisor and volunteer for the Cancer Foundation for Life; current memberships include;

2021 Cattle Baron’s Ball Advisory Board, Salvation Army Women’s Auxiliary, La Fiesta De Las Seis Banderas, National Charity League, Sustaining Member of the Junior League of Dallas, Pi Beta Phi sorority alumna, Texas Exes, Texas Wall Street Women, Highland Park United Methodist Church and numerous host committees for JDRF, Equest, Leukemia and Lymphoma Society, North Texas Food Bank, Community Partners Change is Good, Salvation Army Women’s Auxiliary and Go Red for Women.

*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.

**Based on nominations received with a minimum of five years financial services experience, practice three years with the same company, $60 mil plus in assets under management and in good standing with the Financial Industry Regulatory Authority and the Securities Exchange Commission. Inclusion in The Best Wealth Manager list is not based on investment performance and is not indicative of the wealth manager’s future performance.